TrustRadius: an HG Insights company

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Deals&Projects

    N/AN/AA CRM software for small agencies, that includes a deal pipeline with a Kanban view, offers management and sales forecasting, project management features like budgeting and resource planning, and task management, and time tracking for billable hours, and different individual hourly rates for different customers.

    $105

    per month minimum 3 users (+35 € for additional users)

    Rocketlane

    Score8.5 out of 10
    N/AAs per the information provided by the vendor, Rocketlane is a platform specifically designed to cater to onboarding, implementation, and professional services teams. The primary objective of this platform is to enhance collaboration with customers, optimize project delivery efficiency, and augment customer experience and accountability. Its target audience primarily includes industries such as CS (Customer Success) and Professional Services. It emphasizes its capability to expedite time-to…N/A
    Pricing
    Deals&ProjectsRocketlane
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    Deals&ProjectsRocketlane
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup Fee$780 one-time fee 4 hoursNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    Deals&ProjectsRocketlane
    Considered Both Products
    everii Group
    No answer on this topic
    Rocketlane
    No answer on this topic
    Key User Insights
    Would buy again
    No answers on this topic
    100%
    Would buy again
    7 Answers
    Delivers good value for the price
    No answers on this topic
    100%
    Delivers good value for the price
    7 Answers
    Happy with the feature set
    No answers on this topic
    100%
    Happy with the feature set
    7 Answers
    Lived up to sales and marketing promises
    No answers on this topic
    100%
    Lived up to sales and marketing promises
    6 Answers
    Implementation went as expected
    No answers on this topic
    100%
    Implementation went as expected
    7 Answers
    Best Alternatives
    Deals&ProjectsRocketlane
    Small Businesses
    Autotask PSA
    Score7.7 out of 10
    Autotask PSA
    Score7.7 out of 10
    Medium-sized Companies
    Workday Professional Services Automation
    Score8.2 out of 10
    Workday Professional Services Automation
    Score8.2 out of 10
    Enterprises
    Planview AdaptiveWork
    Score8.7 out of 10
    Planview AdaptiveWork
    Score8.7 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    Deals&ProjectsRocketlane
    Likelihood to Recommend
    -
    (0 ratings)
    10.0
    (7 ratings)
    Likelihood to Renew
    -
    (0 ratings)
    10.0
    (1 ratings)
    Usability
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    Deals&ProjectsRocketlane
    Likelihood to Recommend
    everii Group
    No answers on this topic
    Rocketlane
    There is project management tracking from the start till the end (onboarding till hypercare). The bifurcation of project stages and pre-built templates is good; you can assign client tasks. Less appropriate: Raising tickets for developers because there is no escalation management option. Let’s say the developer didn’t reply in 24 hours for a high-priority task; this should be automatically escalated to their senior.
    Incentivized
    Read full review
    Pros
    everii Group
    No answers on this topic
    Rocketlane
    • Saved Project Manager time by 80-85%
    • Ease of use, User Friendly interface
    • Reminders : Email notification on upcoming due task to task owner
    • Publishing of Periodic Project Status Report
    Incentivized
    Read full review
    Cons
    everii Group
    No answers on this topic
    Rocketlane
    • Project Opening time
    • Automated time tracked should be there
    • Every phase has a option to make a call and zoom so time tracked real time
    Incentivized
    Read full review
    Likelihood to Renew
    everii Group
    No answers on this topic
    Rocketlane
    It really helps to support us in supporting our customers.
    Incentivized
    Read full review
    Usability
    everii Group
    No answers on this topic
    Rocketlane
    Because of the impact, it has created in terms of saving resources and time by helping them with project-related timelines.
    Incentivized
    Read full review
    Alternatives Considered
    everii Group
    No answers on this topic
    Rocketlane
    For our specific needs, Rocketlane fits the bill perfectly. It had just the right amount of features without it being overly complicated to teach the client. The pricing also worked out well: just pay monthly licenses per user.
    Incentivized
    Read full review
    Return on Investment
    everii Group
    No answers on this topic
    Rocketlane
    • Dislike can be that we are not able to add tasks when we are filling the timesheet directly and so then we have to go to that project and create task and then put up the time. If I want to fill past days timesheet then this cause double work.
    Incentivized
    Read full review
    ScreenShots

    Rocketlane Screenshots

    Screenshot of Project ListsScreenshot of Project PlanScreenshot of Status UpdateScreenshot of Customer ViewScreenshot of TemplateScreenshot of Documents